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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,670 | $169,237-50.6% | $129,339-35.3% | $145,978-42.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.26% | 14364.43%-14350.2pp | 9437.05%-9422.8pp | 550.52%-536.3pp |
| Employer contribution / active EE | $1,755 | $5,540-68.3% | $4,154-57.8% | $4,662-62.4% |
| Participant deferral / active EE | $3,023 | $4,991-39.4% | $4,170-27.5% | $6,690-54.8% |
| Admin fee / account holder | $2,655 | $9,882-73.1% | $7,668-65.4% | $13,400-80.2% |